Searching for Duplicate Billable Charges

Duplicate billable charges are those billable charges which meet the following conditions:

  • The status of the billable charges is set to Billable.

  • The membership and price item combination for which the billable charges are created is same.

  • The billable charges have either same or overlapping date range.

Procedure

To search for duplicate billable charges:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, click H and then click Health Check.
    The Health Check screen appears.
  3. Expand the Duplicate Entity zone.
  4. Select the Billable Charges option from the Entity list.
  5. Select the date range to retrieve the bill charges which are duplicate within the given period.
    Note: The specified date range should not exceed one year. For example, if the start date is 01-01-2025, then the end date cannot be later than 12-31-2025.
  6. Click Search

    The search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Billable Charge Displays information about the billable charge.
    Note: It has a link. On clicking the link, the Billable Charge screen appears where you can view the details of the respective billable charge.
    Membership Indicates the group or individual membership for which the billable charge is created.
    Note: It has a link. On clicking the link, the Membership screen appears where you can view the details of the respective membership.
    Start Date Displays the start date of the billable charge.
    End Date Displays the end date of the billable charge.
    Price Item Indicates the price item for which the billable charge is created.
    Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item.
    Creation Date Displays the date when the billable charge is created.
    Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages. Note that the navigation links appear in the Search Results section only when the records in the search results exceed 20.

Related Topics

For more information on... See...
Duplicate Entity zone Duplicate Entity